James Moynihan
Partner at MSW Financial Partners
📍 Worcester, Massachusetts, United States
James Moynihan is a Partner at MSW Financial Partners, a firm that provides comprehensive financial strategies for individuals and businesses. His work involves helping clients with investments, insurance, and benefits plans to help them achieve their financial goals.
Read the full overview →Experience
60 Years
Current Role
Partner
Location
Worcester, Massachusetts, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics James cares about
Financial Planning
[Predicted] As a Partner at a financial services firm, he is focused on creating comprehensive strategies for clients covering investments, insurance, and retirement.
Wealth Management
[Predicted] His role involves guiding individuals and businesses on asset management, legacy planning, and developing long-term financial strategies.
Career
Work history
1-2011
Partner
MSW Financial Partners
1-1966 - 1-2011
Principal
Moynihan Advisors
In the press
Media appearances
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Education
1962 - 1965
MBA
Boston College
1957 - 1961
BA Economics
College of the Holy Cross
Social presence
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